Private Client Solutions
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Wealth accumulation, protection and transfer planning solutions are strategically designed for private clients, such as C-suite executives, ultra-net-worth individuals and family offices, based on their personal long-term objectives. We also work with private clients and their advisors by sharing ideas and providing analyses relevant to reaching their goals.
Private Placement Life Insurance (PPLI)
PPLIs can provide tax-free asset growth, tax-free distributions, tax-free death benefits, the ability to reallocate without tax consequence and access to a variety of institutional money managers. The opportunity to asset-protect these dollars is also evaluated, as is the inclusion of a preferred investment manager via an insurance dedicated fund (IDF). A complete evaluation of a variety of products, structures, and costs are important elements of our implementation and due diligence process.
Wealth Transfer Planning
Wealth transfer in estate planning ensures that your assets are passed on to family members and other beneficiaries according to your wishes. It can also include charitable donations that honor the legacy and values of an individual or family. Additionally, proper planning will minimize taxes so more of your wealth is available to provide financial security to your beneficiaries, and even for future generations, when desired.
Super Roth™
A Super Roth is an executive owned, company sponsored benefit that allows executives to contribute unlimited after-tax dollars. Dollars contributed will grow on an income-tax-free basis and distributions can be made without tax. The plan can also provide asset protection for plan participants.